IEM - Advanced Job Management
Advanced Job Management setups
The company's policies on how to process jobs are usually defined during the initial implementation of Industrial Equipment Manufacturing. Although this setup work is typically a one-time task, it may be relevant to adjust the setup values as company activities expand or change.
As Industrial Equipment Manufacturing is an add-on, extending the standard functionality, this page only lists the setups specific to Advanced Job Management. For the standard tasks refer to the Jobs section in this help.
The Administration section in the Advanced Job Management menu holds the central setup values. The following table describes the setup tasks, with links to the topics that describe them.
| To | See |
|---|---|
| The Jobs Setup has been extended with a number of fields specific to Advanced Job Management. | Advanced Job Setup |
| The Job Calendars allow you to specify non-working days for the Job as well as the Time Details to break down a working day in hours of different types | Job Calendars |
| Templates are used to quickly create Jobs, especially where Jobs are repeatable this saves time and helps to create a consistent structure in the Jobs. Base Templates create the Job Header, Master Templates create the Job Task structure and Invoice Template set the invoicing method and where applicable the invoicing schedule. | Templates |
| Break down (decompose) into smaller, more manageable, parts. | Work Breakdown Structures |
| Surcharges make it possible to add markups to the Job Budget lines for calculation purposes and optionally added to Job Ledger Entries which increases the Job Costs. | Surcharges |
| Cost Types make it possible to group Job Costs in 4 main types: Resources, Expenses, Material and Equipment. Cost Types are also the basis for Surcharges. | Cost Types |
| Roles allows you to assign roles to resources and contacts specific for the Job. | Roles |
| Change Order Codes help to identify different types of change orders for reporting and analysis purposes. | Change Order Codes |
| Features are as User Defined fields, they come in 3 types: a predefined list, an option list and free text. Features are defined per company, per Job the values can vary and they are handled as sets in the postings. | Job Features |
| The setup for the Job Lifecycle can be found in Solution Center > Lifecycle Studio. This page explains the job specific setups. | Job Lifecycle |
| Document Management for Jobs | Document Management |
| The Job Document Summary shows all Dynamics NAV documents related to the Job. | Job Document Summary |
| Multiple customers can be linked to the Job to split the invoicing, the split is set as a %. | Job Customers |
| Multiple addresses can be linked to the Job based on the Customer's Ship-To address. | Job Addresses |
| Multiple contacts can be linked to the Job, each contact with its own Role in relation to the Job. | Job Contacts |
| To-Do's can be created from the Job to set actions for the Sales People and Sales Teams for the Job. | Job To-Do's |
| Interactions can be created from the Job to record the customer contacts in relation to the Job. | Job Interactions |
| Specific Job Prices can be set for Resources. | Job Resource Prices |
| Specific Job Prices can be set for Items. | Job Item Prices |
| Specific Job Prices can be set for G/L Accounts. | Job G/L Account Prices |
| Resources (of the type person) budgetted for or allocated to the Job are added to the Job Resources list to allow settings specific to the Job. | Job Resources |
| Items budgetted or planned for the Job are added to the Job Items list to allow settings specific to the Job. | Job Items |
| Equipment (resources of the type machine) budgetted for or allocated to the Job are added to the Job Equipment list to allow settings specific to the Job. | Job Equipment |
| One Job Specific Dimension can be assigned to Jobs where the Dimension values are automatically populated with the Job number. Dimensions sets are created in the Job Tasks and copied to the documents created from the Job Task. | Job Dimensions |